Sending a proposal to a client

Clients review proposals on a public link — they do not need a Docora account.

Before they can approve or respond

If the proposal has a client email on file, the visitor must type that email to continue. This is a lightweight identity check (same idea as contract signing) so a forwarded link alone is not enough to approve or decline.

Send from the editor

1. Open the proposal and finish your edits.
2. Click Send to client (or Mark as sent if you only need the status/link without relying on email).
3. Status becomes Sent.

If a client email is on the proposal, Docora emails them a link. The public URL looks like /proposal/{token} and is also available to copy from the editor.

What the client can do

On the public page they can:

• Approve Proposal
• Request changes (must include feedback, at least 10 characters) → Send request
• Decline proposal

You receive email notifications when they approve, request changes, or decline.

After send

• You can still edit a Sent proposal until it is approved.
• After Changes requested or Rejected, revise and send again to move it back to Sent.
• Reminders: Docora may email you once about proposals that stay unanswered for several days (daily job).